AUM per client for Enterprise firms serving clients in Massachusetts

Enterprise firms active in Massachusetts 75 firms

Very Low $100K-$230K

Low $230K-$270K

Typical $270K-$570K

High $570K-$720K

Very High $720K-$2.8M

5th 20th 40th 60th 80th 95th

Median: $510K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Focus Partners Advisor Solutions, LLC	Very High $930K	$31B	32,796	26%
Transamerica Retirement Advisors, LLC	Very Low $82K	$17B	212,700	0%
Breckinridge Capital Advisors Inc	Very High $2.1M	$34B	16,362	47%
AE Wealth Management, LLC	Typical $390K	$49B	127,213	7%
Valic Financial Advisors	Very Low $100K	$29B	292,989	1%
Private Advisor Group, LLC	Typical $300K	$42B	139,740	16%
Janney Montgomery Scott	Typical $410K	$98B	239,764	42%
Empower Advisory Group	Typical $570K	$170B	293,347	7%
Brookstone Capital Management LLC	Low $230K	$13B	54,810	9%
Independent Financial partners	Very Low $230K	$12B	52,539	35%
Planmember Securities Corporation	Very Low $130K	$9.2B	69,441	1%
PNC Wealth Management	Very Low $180K	$29B	160,885	2%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
Commonwealth Financial Network	High $570K	$200B	355,973	12%
&PARTNERS	Typical $380K	$21B	53,863	22%
Allworth financial, L.P.	Very High $1.1M	$32B	28,786	32%
Schwab Wealth Advisory	—	—	168,774	0%
First Command Advisory Services	Very Low $210K	$24B	113,511	3%
William Blair & Company L.L.C.	Very High $1.5M	$53B	35,296	26%
Goldman Sachs Wealth Services	Very Low $220K	$25B	115,350	34%
Centaurus Financial, Inc.	Very Low $190K	$7.3B	37,955	1%
Cwm, Llc	Very High $880K	$46B	52,263	14%
wealth Enhancement Advisory Services, LLC	Very High $1.4M	$110B	80,986	34%
Prime Capital Financial	Very High $850K	$19B	22,129	25%
Steward Partners Investment Advisory, LLC	Very High $810K	$32B	39,386	62%
GWN Securities Inc.	Very Low $130K	$4.7B	37,763	6%
Osaic Advisory Services, LLC	Typical $510K	$15B	29,516	13%
Newedge Advisors	Very High $810K	$40B	48,809	27%
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	Typical $410K	$12B	30,039	16%
Kestra Advisory	High $620K	$71B	115,285	23%
Creative Planning	Very High $2.1M	$180B	87,051	45%
Capital Group Private Client Services, Inc.	Very High $4.1M	$32B	7,684	100%
Integrated Wealth Concepts LLC	Very High $720K	$18B	25,274	37%
Stratos Wealth Partners, Ltd	High $710K	$18B	24,844	17%
Beacon Pointe Advisors, LLC	Very High $1.7M	$49B	29,565	39%
SPC	Very Low $190K	$5.9B	30,595	3%
J. W. Cole Advisors, Inc.	Low $260K	$7.9B	30,867	4%
Truist Advisory Services	Typical $560K	$71B	126,145	26%
Focus Partners Wealth, LLC	Very High $2.6M	$160B	61,002	49%
Hornor, Townsend & kent, LLC	Typical $290K	$8.2B	27,999	2%
EP Wealth Advisors	Very High $2.1M	$42B	19,618	8%
Hantz financial Services, Inc.	Typical $420K	$9.9B	23,624	10%
Hightower Advisors	Very High $2.8M	$180B	62,807	46%
Savant Wealth Management	Very High $1.9M	$44B	22,683	29%
Mariner	Very High $2.1M	$120B	54,583	41%
Independent Financial Group, LLC	Typical $470K	$12B	25,896	9%
Eagle Strategies (NY Life)	Low $240K	$31B	132,722	20%
Ameritas Advisory Services, LLC	Typical $450K	$13B	29,363	3%
TD private Client Wealth LLC	Typical $270K	$6.9B	25,351	6%
key Investment Services LLC	Low $250K	$8.8B	34,509	3%
Mai Capital Management, LLC	Very High $2.2M	$34B	15,740	31%
Mercer Global Advisors Inc.	Very High $2.2M	$78B	35,044	53%
ROCKEFELLER Capital Management	Very High $1.7M	$82B	47,801	32%
Sequoia Financial Group, L.L.C.	Very High $2.7M	$30B	11,064	41%
Corient	Very High $6.1M	$160B	25,963	75%
CIBC Private Wealth Advisors, Inc.	Very High $5.5M	$44B	8,083	25%
Advice and Planning Services	Typical $520K	$38B	72,469	65%
Primerica Advisors	Low $230K	$19B	80,267	22%
LIDO	Very High $2.9M	$38B	13,043	75%
Transamerica Financial Advisors	Very Low $49K	$2.1B	42,497	3%
Cerity partners LLC	Very High $4.6M	$110B	24,945	58%
Principal Financial Services	Typical $320K	$17B	51,650	5%
Moneta Group Investment Advisors, LLC	Very High $5.3M	$47B	8,840	62%
Oppenheimer	High $610K	$23B	37,047	3%
Integrity Alliance, LLC	Typical $450K	$4.8B	10,660	10%
HSBC SECURITIES (USA) Inc.	Typical $310K	$3.7B	12,045	15%
T. Rowe Price Advisory Services, Inc.	Typical $440K	$5.9B	13,517	0%
OSAIC Institutions, INC.	Typical $310K	$4.9B	15,798	0%
Bankers Life Advisory Services, Inc.	Very Low $170K	$2.5B	14,275	0%
Capital Analysts	Typical $540K	$8.4B	15,611	19%
Cresset Asset Management, LLC	Very High $15M	$70B	4,746	77%
VOYA Financial Advisors, Inc.	Low $240K	$3.9B	16,313	19%
First Citizens Investor Services, Inc.	Typical $340K	$2.6B	7,563	9%
TLG Advisors, INC.	Typical $430K	$2.2B	5,018	6%
IEQ Capital, LLC	Very High $25M	$57B	2,300	100%
Pathstone	Very High $46M	$91B	1,979	93%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support